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Send a professional invoice, estimate, or donation request and get paid — all in the same place.

Amalgamated Bank now offers Send Invoices and Accept Payments, powered by Autobooks1, an easy-to-use solution that includes everything you need to stay on top of your business — digital payment acceptance and invoicing, plus accounting and reporting. Access it inside your Amalgamated Bank banking portal now and try it for yourself.

How much does it cost to use Autobooks?

There is no monthly cost to use the two standard features in Autobooks (Accept Payments and Send Invoices). Fees are charged per transaction for use of the two standard features.

ACH payments have a 1% processing rate per transaction, and credit/debit card payments have a 3.49% processing rate. For a monthly cost of $9.99 you can access the full suite of features. 

Commerical Business Banking


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Send a professional invoice and get paid — all in the same place.
Customized invoice includes branding

Create a professional‑looking invoice with your business logo and colors in just a few minutes. Your financial institution’s logo is included at the bottom for added credibility.

Wide range of digital payment options

Let customers easily pay you online with any major credit card (including American Express®), debit card, or via ACH electronic bank transfer.

All payments deposited into checking

Get paid directly into your checking account within two business days — no need to transfer your money from external payment acceptance apps.

Easy invoice automation and tracking

Always know exactly who’s paid and who’s due. Set up recurring invoices so you can automate your process and automatically add late fees for past due invoices. 

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Secure Payment Link

Share a secure payment link by text, or place it on a web page.
Secure payment form accessed via a unique URL

When you enroll, you’re assigned your own unique URL to a secure payment form. This link can be shared by text (SMS)2 and email, or added to any web page or social media profile.

Detailed payment/donation history readily available

Payments are listed chronologically, with the most recent at the top. Filter the list to find specific payments. Generate a spreadsheet if you need it, and export with one click.

Pay now language can be adjusted for nonprofits

If you run a church or nonprofit, there’s no need to alienate members — quickly update verbiage to take donations or contributions instead.

All payments deposited into checking

Get paid directly into your checking account within two business days — no need to transfer your money from external payment acceptance apps.

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Payment Acceptance, via QR Code

Display your unique QR code to make it easier for customers to pay.
Reusable QR code is ready to download

Access a reusable QR code inside online banking. Download and store in your device for easy retrieval, or just print it and display in a prominent location.

Ideal for busy events

QR codes are ideal for in-person events where you plan to meet with multiple customers or donors — farmers’ markets, fundraisers, you name it.

For paper and static invoices

If you send PDF invoices and other billing communications to customers, don’t forget your Autobooks QR code. It doesn’t make a difference if it’s a paper or email invoice.

Accounting & Reporting

Add on full financial management functionality when you’re ready.
Real‑world accounting tools prioritize simplicity

Keep track of your business directly inside online banking. Stop having to rely on pen and paper, spreadsheets, or overly complex accounting software.

Automated reporting to keep everything up to date

When you get paid or pay a bill, let Autobooks update your business reports automatically. Also get profit and loss reporting that tracks your income and expenses, balance sheet, and more.

Cash flow management to track incoming and outgoing

Track your account balance right alongside your incoming and outgoing payment information. Includes scheduled payments, coming due, and past due payments.

Business bill pay to keep expenses top of mind

All bills managed in one place: create, track, and schedule. Users can create a list of vendors, then simply set up and schedule payments and track who they've paid and who’s coming up.

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Got questions?

Contact your Account Executive or call 866-542-8788 for more details regarding Autobooks.

1 Autobooks is a 3rd party application; Send Invoices and Accept Payments are formerly known as Invoice Manager.

2 Your mobile carrier’s message and data rates may apply.